Selecting a comprehensive planned giving audit from an experienced firm can demystify why your giving program has not reached its fullest potential. A planned giving program audit aims to examine how to maximize giving efforts to increase revenue streams.
According to the university case study, the university had a wealth of data about its donors spread across multiple databases and sources. Spreading out the data, rather than organizing it together for reference, stunted effective donor development.
An audit not only takes into account aspects of a giving program including revenue, policies, and budget, but fundraising documentation and organization as well.
